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Hedge Funds Similar to Aegis Wealth

13F Portfolio OverlapQ1 2026Aegis Wealth portfolio →
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Most similar hedge funds by 13F overlap

Aegis Wealth Management LLC is an institutional investor managing $175M across 118 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Aegis Wealth are Tillman Hartley, Disciplined Investments,, Altiora Financial Group,, with shared positions in $UPST, $NKE, $COP, $SNOW, $IAU, $AMN. The full ranking of 25 similar funds is below.

#1Tillman Hartley LLCActive
Notable overlap · 8 shared positions
$UPST$NKE$COP$SNOW$IAU$AMN
$398M
88 positions
#2Disciplined Investments, LLCPassive
Notable overlap · 6 shared positions
$UPST$NKE$COP$IAU$SNOW$UNIT
$279M
141 positions
#3Altiora Financial Group, LLCActive
Notable overlap · 6 shared positions
$UPST$NKE$SNOW$IAU$COP$UNIT
$607M
110 positions
#4ARK & TLK INVESTMENTS, LLCActive
Notable overlap · 7 shared positions
$UPST$NKE$UNIT$SNOW$AMN$BP
$370M
119 positions
#5McLean Asset Management CorpActive
Notable overlap · 5 shared positions
$UPST$NKE$SNOW$AMN$ASML
$572M
165 positions
#6Glass Jacobson Investment Advisors llcPassive
Notable overlap · 7 shared positions
$NKE$UPST$UNIT$COP$SNOW$IAU
$290M
607 positions
#7NORTHWEST WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$UPST$NKE$UNIT$AMN
$665M
255 positions
#8Guardian Wealth Management, LLCActive
Notable overlap · 4 shared positions
$UPST$NKE$IAU$DHR
$330M
30 positions
#9Cordant, Inc.Active
Notable overlap · 4 shared positions
$UPST$NKE$COP$SNOW
$246M
75 positions
#10Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$UPST$NKE$COP
$2.1B
152 positions
#11Falcon Wealth PlanningActive
Notable overlap · 4 shared positions
$UPST$NKE$AMN$UNIT
$1.5B
236 positions
#12MONOGRAPH WEALTH ADVISORS, LLCSmart money
Notable overlap · 4 shared positions
$NKE$UPST$UNIT$IAU
$1.1B
144 positions
#13Causey Wealth LLCPassive
Notable overlap · 3 shared positions
$UPST$NKE$COP
$236M
81 positions
#14BluePrint Investing LLCActive
Notable overlap · 3 shared positions
$UPST$NKE$COP
$126M
26 positions
#15American Money Management, LLCActive
Notable overlap · 5 shared positions
$UPST$COP$SNOW$ASML$PM
$632M
168 positions
#16Level Financial AdvisorsActive
Notable overlap · 6 shared positions
$UPST$COP$SNOW$AMN$NKE$UNIT
$392M
92 positions
#17Foster Group, Inc.Active
Notable overlap · 5 shared positions
$NKE$UPST$UNIT$AMN$COP
$3.4B
284 positions
#18MASECO LLPActive
Notable overlap · 3 shared positions
$UPST$NKE$UNIT
$3.2B
391 positions
#19Belleair Asset Management, LLCPassive
Notable overlap · 5 shared positions
$NKE$UPST$AMN$PM$DUK
$110M
77 positions
#20Pillar Financial Advisors, LLCActive
Notable overlap · 5 shared positions
$NKE$UNIT$COP$SNOW$IAU
$171M
106 positions
#21Verus Financial Partners, Inc.Smart money
Some overlap · 7 shared positions
$NKE$UNIT$SNOW$PM$DHR$IAU
$1.1B
121 positions
#22Sterling Financial Planning, Inc.Active
Some overlap · 6 shared positions
$NKE$COP$SNOW$UNIT$IAU$MMM
$337M
117 positions
#23CLUNE & ASSOCIATES, LTD.Passive
Some overlap · 6 shared positions
$NKE$COP$UNIT$AMN$IAU$DHR
$532M
162 positions
#24Apella Capital, LLCActive
Some overlap · 7 shared positions
$NKE$COP$SNOW$AMN$UPST$UNIT
$6.7B
685 positions
#25Chemistry Wealth Management LLCPassive
Some overlap · 5 shared positions
$UPST$UNIT$IAU$NKE$COP
$569M
204 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.